Middle Market Account Manager

Tedford Insurance

  • Muskogee, OK
  • 1 day ago

    Highlights

    Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations. Daily activities include new and renewal marketing, handling client questions and requests, policy checking and coverage reviews.

    Numbers & Facts

    LocationMuskogee, OK

    Description

    We have an exciting new opportunity for a Middle Market Account Manager in our Commercial Lines Department at Tedford Insurance.

    GENERAL SUMMARY:
    Responsible for professionally managing and retaining assigned client accounts.  Daily activities include new and renewal marketing, handling client questions and requests, policy checking and coverage reviews.
    PRIMARY RESPONSIBILITIES:
    * Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, coworkers, resulting in a rate of account retention that meets or exceeds expectations.
    * Develop account marketing strategies.
    * Prepare proposals and summaries of insurance as needed.
    * Respond to client requests for information, documents, and general insurance related inquiries.
    * Prepare applications and other required documents for new and renewal submissions and submit to appropriate carriers.  
    * Appropriately documents conversations with clients and carrier representatives and updates all computer systems when necessary.  
    * Prepares reports for management as required or requested.
    * Performs other related duties as assigned which may be necessary to meet the ongoing needs of the organization.
    KNOWLEDGE, SKILLS & ABILITIES:
    * Exceptional verbal and written communication skills.
    * Quality Management - demonstrates attention to details.
    * Outgoing, goal driven, and detail orientated.
    * Advanced organizational leadership skills required.
    * Ability to work in a team environment while maintaining a pleasant and effective relationship with clients, team members, carriers, and other business contacts.
    * Proficient with Microsoft Office Suite, AMS and/or related software.
    * Proficient in typing and data entry.
    * Manage workflow efficiently and set priorities to ensure accurate and timely processing of all transactions.
    * Ability to work in a fast-paced environment with minimal supervision to deliver high-quality results.
    EDUCATION, LICENSES AND EXPERIENCE:
    * High School diploma or equivalent required.
    * Must have a valid Oklahoma Property & Casualty Insurance license.
    * Industry designations such as CIC and CISR are preferred.
    * Must have a minimum 2 years of Commercial Lines Account Management experience.
    * Valid Drivers License.
    BENEFITS:
    401(k)
    * 401(k) matching
    * Health insurance
    * Dental insurance
    * Vision insurance
    * Employee assistance program
    * Flexible spending account
    * Health savings account
    * Life insurance
    * Paid time off


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